Creating the Chain of Custody Report

To generate a report that shows every device with a custodian affiliated with your organization, do the following:

  1. Select Reports > POI Chain of Custody Report. (Point of Interaction = POI)
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  1. Enter a date range, select a POI, custodian or location based on your preference.
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  1. Click Apply

Creating a Client Transaction Summary Report

To create this report, do the following:

  1. Click the Reports tab.
  2. Click Client Transaction Summary in the left column.
  3. Enter the date range.
  4. (Partner users only: Select partner from the drop-down list.)
  5. Click Apply. The report will display.
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Creating the Inventory Summary Report

To generate a report that shows totals by device type and organization, do the following:

  1. Click the Reports tab.
  2. Click Inventory Summary in the left menu.
  3. (Partner users only: Select partner and client from the drop-down lists.)
  4. The report shows your inventory by device type (total number per device type) and by status (total number of devices by status)
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User Report

Select Reports > User Report to track user activity. The information displayed includes: user contact info, partner and client relationship, individual role, path and the userโ€™s active/inactive status.

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Device Activity Report

The Device Activity Report displays serial number, model (device type), build, device location, status, date/time of first use, date/time of last use and device custodian.
To create this report, click Reports > Device Activity

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You can display All devices and then export the list for inventory purposes.

Device Receipt

Select Reports > Device Receipt. The information displayed includes: your total device count, number of missed devices (count of devices that have not been checked in after the selected number of days) and date of last shipment.

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Daily Report

Select Reports > Daily Report. The information displayed includes: decryption requests for the specified time based on your preference.

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Decryption Totals

You can use the Decryption Totals report to audit your monthly invoice.

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Select Reports > Decryption Totals. The information displayed summarizes decryption totals in a bar chart. You can filter by type of decryption and specify a date range. This information is dynamic and based on the parameters set at the top of the page.

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You can hover your mouse over a bar in the chart to see information at a glance.

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Partner users only: Options display at the top to select partner / sub-partner and client.

Exporting a Report

You can export report data to a PDF or CSV file from various tabs. Look for these options on the right side of the screen and above the column headings.
To export data, do the following:

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  1. Set the parameters at top of page based on your preference.
  2. Set the number of entries based on your preference.
  3. Click Apply.
  4. Click CSV for a spreadsheet, or click PDF based on the options available. The report is automatically downloaded to your default local drive.

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Only the information displayed will be exported

Partners have access to the following additional reports:

  • Partner Summary
  • Client Summary
  • Partner Transaction Summary
  • Billing Report

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Partners must populate the Partner and Client fields by selecting an option from a drop-down list.


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